Divergent Planning, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $296 Million distributed in 30 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $77.5M, American Centy ETF Tr Avantis with a value of $36.9M, Spdr S&P Midcap 400 ETF Trust with a value of $35.5M, Janus Detroit Str Tr Henderson with a value of $35.1M, and Dimensional ETF Tr U S Small C with a value of $28.2M.
Examining the 13F form we can see an increase of $1.8M in the current position value, from $294M to 296M.
Below you can find more details about Divergent Planning, LLC portfolio as well as his latest detailed transactions.
